We LOVE success stories, and today we’re talking to one woman with a great one. She set out to pay off over $18,000 of debt in a single year. But what happened? She actually did it in just over half that time: seven months. Sounds good? We thought so too, so we called up Jenni Zepol to see just how she did it. The great news? Many of you may be able to follow her tactics and do it also.
Plus, in our headlines segment one whistleblower claims she was fired for raising red flags about her employer’s alternative investment sales. While we’re not going to set out to prove or disprove her claims, we will draw a point on why it’s important to make sure your advisor is always acting as a fiduciary while helping you handle your finances. And in our second headline, one Florida teacher quit his job to become a 6-figure earning personal shopper. Any lessons we can learn there? Absolutely.
We’ll also have time to answer a listener letter, and don’t you worry, we’ll also dish out a dose of Doug’s trivia.
Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.
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Show Notes:
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<5:01> Headlines
- Whistleblower claims she was fired for raising red flags about broker-dealer’s alternative investments (Investment News)
- Resources to check out your advisor and your firm (among others):
- Brokercheck
- Glassdoor
- Resources to check out your advisor and your firm (among others):
- Florida Teacher Leaves Classroom And Now Makes Six Figures As Personal Shopper (CBS Local)
- Resources to lower your expenses:
- TillerHQ (spreadsheets to track your expenses and make an awesome budget)
- Resources to lower your expenses:
<16:48> Jenni Zepol
<26:43> Doug’s Trivia
- The dollar bill has “Federal Reserve Note” written across the top. What did it say in that same spot before the change?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<34:09> Letters
- Clayton plans on opening a Roth IRA. Should he be using mutual funds or an ETF?
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